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To-dos: reminders for you and your patients

Add a to-do between visits, and check it off when it's done.

Where to find to-dos

To-dos is in the menu, under Map. On a phone it is in the bar at the bottom of the screen. It lists all your to-dos, for yourself and for your patients.

Each patient's record has a To-dos tab too. It lists only that patient's to-dos, and a to-do you add there belongs to that patient.

The list is grouped into Late, Today, Upcoming and No date. Completed to-dos fold away at the end. Use the tags All, Personal, Scheduling and Patient at the top to filter.

The To-dos page with the All, Personal, Scheduling and Patient filters, and to-dos under Today, Upcoming and No date.
To-dos, in the menu under Map.

Add a to-do

  1. Type in Add a to-do and press Enter, or press Add.
  2. Tap the to-do to open it.
  3. Add any of these: a patient, details, a date with Today or Tomorrow, a time, tags, steps with Add step, and pictures with Add picture.
  4. Close it. Each change saves as you make it.

On a phone, Add picture offers Take a photo or Choose from photos.

  • A title holds up to 200 characters, and details up to 4,000.
  • A to-do holds up to 50 steps.
  • A time needs a date first.
  • Pictures can be JPEG, PNG, WebP or HEIC photos, up to 25 MB each.

Check it off, move it or delete it

Tap the circle beside a to-do to mark it done. Each step has its own circle too. Press Undo in the message that appears if you tapped by mistake.

For more choices, right-click a to-do on a computer, or rest your finger on it on a phone. The menu has Mark done, Edit, Move to and Delete. Move to offers Today, Tomorrow, Next week, No date and Pick a date.

To delete a to-do from inside it, press Delete to-do.

If it isn't working

  • No add line on a patient's To-dos tabThe patient is discharged or archived. You can still check off, open and change their to-dos, but not add new ones.
  • The patient isn't in the Add patient listA to-do can only go on a patient who is not discharged or archived.
  • Enter a title, up to 200 characters.A to-do needs a title. Type one at the top.
  • Only photos (JPEG, PNG, WebP, HEIC) can be added.PDFs and other files go on the patient's Files tab instead.
  • A file can be up to 25 MB.Take the picture again at a smaller size, or choose a smaller photo.
  • This to-do changed elsewhere. The latest is shown.You changed it on another device or tab. Check what is shown, and make your change again.
  • The change was not saved. Try again.Check your signal and try again.

Still stuck? Email support@logicly.ai.

Related articles

Find your way around a patient recordThe header, the tabs, Key dates, Visit history and precautions, and what each one tells you.I can't find a patient on my listSearch by name, check what Show is set to, and look under Archived.

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support@logicly.ai